Ergoteles’s Personalis PSNL Stock Holding History

Ergoteles’s Portfolio PSNL Stock Details PSNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-37,962	Closed	-$75.2K	–	1665
2022 Q4	$75.2K	Buy	+37,962	New	+$95.6K	﹤0.01%	1256
2022 Q3	–	Sell	-163,722	Closed	-$565K	–	1891
2022 Q2	$565K	Buy	+163,722	New	+$834K	0.02%	787
2021 Q2	–	Sell	-9,036	Closed	-$222K	–	1648
2021 Q1	$222K	Buy	+9,036	New	+$310K	0.01%	630

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Ergoteles's PSNL Position: Q1 2023 in Review

Ergoteles sold out of Personalis (PSNL) in Q1 2023, closing a stake of 37,962 shares — an estimated $75.2K sold.

Ergoteles first reported a position in PSNL in Q1 2021 and held it in 3 quarters. The position peaked at $565K in Q2 2022. 62 funds tracked by Wall St. Rank hold PSNL as of Q1 2023.

Ergoteles reported no remaining Personalis position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 37,962 Personalis shares in Q1 2023, an estimated $75.2K.
Ergoteles first reported a position in Personalis in Q1 2021 and held it in 3 quarters.
Ergoteles's Personalis position peaked at $565K in Q2 2022.
62 funds tracked by Wall St. Rank held Personalis as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.